When holding the The Lazy Team Simplified Permanent Portfolio 2x Leveraged, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~15 years), the longest duration with a negative return was 50 months (from September 2019 to October 2023).
This indicates that, within the same timeframe, any rolling period of 51 months or more has consistently resulted in a positive return.
Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.
The Lazy Team Simplified Permanent Portfolio 2x Leveraged: ETF allocation and returns
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
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Rolling Period Analysis
By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.
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Worst | Median | Best | Negative Periods |
---|---|---|---|
-29.22%
Nov 2021 - Oct 2022 |
+8.69% |
+45.26%
Oct 2023 - Sep 2024 |
20.23%
35 out of 173 |
-34.31%
Nov 2021 - Oct 2022 |
+6.33% |
+41.84%
Oct 2023 - Sep 2024 |
26.01%
45 out of 173 |
-13.44%
Nov 2021 - Oct 2023 |
+7.28% |
+27.40%
Jan 2019 - Dec 2020 |
15.53%
25 out of 161 |
-18.34%
Oct 2020 - Sep 2022 |
+5.56% |
+25.14%
Jan 2019 - Dec 2020 |
19.88%
32 out of 161 |
-6.84%
Oct 2020 - Sep 2023 |
+6.56% |
+20.61%
Jan 2019 - Dec 2021 |
11.41%
17 out of 149 |
-11.89%
Oct 2020 - Sep 2023 |
+5.03% |
+17.06%
Apr 2010 - Mar 2013 |
20.13%
30 out of 149 |
-0.11%
Nov 2019 - Oct 2023 |
+6.79% |
+16.01%
Mar 2010 - Feb 2014 |
0.73%
1 out of 137 |
-4.48%
Nov 2019 - Oct 2023 |
+4.96% |
+13.69%
Mar 2010 - Feb 2014 |
14.60%
20 out of 137 |
+3.07%
Nov 2017 - Oct 2022 |
+7.20% |
+14.47%
Mar 2010 - Feb 2015 |
0.00%
0 out of 125 |
-0.75%
Nov 2017 - Oct 2022 |
+4.75% |
+12.66%
Mar 2010 - Feb 2015 |
1.60%
2 out of 125 |
+2.79%
Oct 2016 - Sep 2022 |
+8.28% |
+13.29%
Jan 2016 - Dec 2021 |
0.00%
0 out of 113 |
-0.68%
Oct 2016 - Sep 2022 |
+5.91% |
+10.93%
Aug 2010 - Jul 2016 |
2.65%
3 out of 113 |
+3.29%
Oct 2016 - Sep 2023 |
+7.74% |
+12.16%
Sep 2013 - Aug 2020 |
0.00%
0 out of 101 |
-0.22%
Oct 2016 - Sep 2023 |
+5.27% |
+10.48%
Sep 2013 - Aug 2020 |
0.99%
1 out of 101 |
+4.42%
Nov 2014 - Oct 2022 |
+7.79% |
+11.23%
Sep 2013 - Aug 2021 |
0.00%
0 out of 89 |
+1.36%
Mar 2015 - Feb 2023 |
+5.72% |
+9.09%
Sep 2013 - Aug 2021 |
0.00%
0 out of 89 |
+4.58%
Nov 2014 - Oct 2023 |
+8.53% |
+10.29%
Sep 2010 - Aug 2019 |
0.00%
0 out of 77 |
+1.62%
Nov 2014 - Oct 2023 |
+5.73% |
+8.61%
Aug 2011 - Jul 2020 |
0.00%
0 out of 77 |
+3.90%
Oct 2012 - Sep 2022 |
+7.83% |
+12.35%
Aug 2010 - Jul 2020 |
0.00%
0 out of 65 |
+1.34%
Oct 2012 - Sep 2022 |
+4.76% |
+10.43%
Aug 2010 - Jul 2020 |
0.00%
0 out of 65 |
+4.12%
Oct 2012 - Sep 2023 |
+7.80% |
+11.64%
Aug 2010 - Jul 2021 |
0.00%
0 out of 53 |
+1.45%
Oct 2012 - Sep 2023 |
+4.93% |
+9.47%
Jun 2010 - May 2021 |
0.00%
0 out of 53 |
+4.94%
Nov 2011 - Oct 2023 |
+6.95% |
+11.36%
Mar 2010 - Feb 2022 |
0.00%
0 out of 41 |
+2.31%
Nov 2011 - Oct 2023 |
+4.19% |
+8.88%
Mar 2010 - Feb 2022 |
0.00%
0 out of 41 |
+6.22%
Nov 2010 - Oct 2023 |
+7.54% |
+8.83%
Apr 2010 - Mar 2023 |
0.00%
0 out of 29 |
+3.48%
Nov 2010 - Oct 2023 |
+4.81% |
+6.12%
Apr 2010 - Mar 2023 |
0.00%
0 out of 29 |
+8.21%
Jan 2011 - Dec 2024 |
+8.69% |
+9.07%
Aug 2010 - Jul 2024 |
0.00%
0 out of 17 |
+5.42%
Jan 2011 - Dec 2024 |
+5.89% |
+6.27%
Aug 2010 - Jul 2024 |
0.00%
0 out of 17 |
+9.78%
May 2010 - Apr 2025 |
+9.87% |
+9.96%
Jul 2010 - Jun 2025 |
0.00%
0 out of 5 |
+6.98%
May 2010 - Apr 2025 |
+7.07% |
+7.15%
Apr 2010 - Mar 2025 |
0.00%
0 out of 5 |
The Lazy Team Simplified Permanent Portfolio 2x Leveraged: ETF allocation and returns